Filed February 20, 1993
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,281 | $69,010-67.7% | $159,960-86.1% | $68,494-67.5% |
| Participation rate | 82.4% | 65.4%+16.9pp | 78.0%+4.4pp | 67.9%+14.5pp |
| Annual return | -19.09% | -9.65%-9.4pp | 408.60%-427.7pp | -7.84%-11.2pp |
| Employer contribution / active EE | $1,356 | $2,213-38.7% | $4,226-67.9% | $2,596-47.8% |
| Participant deferral / active EE | $4,144 | $4,212-1.6% | $6,182-33.0% | $4,027+2.9% |
| Admin fee / account holder | $1,521 | $4,798-68.3% | $8,698-82.5% | $5,403-71.8% |